Essel Long Term Advantage Fund - Direct Plan

Scheme Type
Open-ended
Scheme Category
Tax Planning
Benchmark Type
S&P BSE 100
Scheme AUM (in Crs.)
₹ 44.70
Expense Ratio
1.78%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 1790
Min Subscription
₹ 500
Min Addition Subscription
₹ 500
Performance
Comparison
Portfolio
Details
Analysis
13.9977
(-0.3 %)
NAV as on 2018-11-14
Returns
Fund
Essel Long Term Advantage Fund - Direct Plan
1 Year
-1.23%
3 Year
11.64%
AMC Details
amc launch date
Launch Date
04 Dec 2009
amc sponsor
Sponsor
NA
amc email
Email
mutualfund@esselfinance.com
amc phone
Phone
033 - 40185000
amc address
Address
Peerless Mansion, 3rd Floor, 1, Chowringhee Square, Kolkata 700069
Tax Implications
Short Term Capital Gain (Holding period < 12months):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
N.A.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The Scheme will seek to invest predominantly in a diversified portfolio of equity and equity related instruments with the objective to provide investors with opportunities for capital appreciation and income generation along with the benefit of income tax deduction (under Section 80 C of the Income Tax Act, 1961) on their investments.
Suitability
This product is suitable for investors who are seeking
• Capital appreciation over long term
• Investment in Equity & equity related instruments
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,979
Portfolio Value
-21
Total Returns